How To Leave A Review For Turbotax

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So, you've just conquered your taxes with TurboTax, whether it was a breeze or a bit of a challenge. Now, you might be thinking, "How can I share my experience?" Leaving a review for TurboTax is a fantastic way to provide valuable feedback to Intuit (the company behind TurboTax) and help other users make informed decisions.

Ready to make your voice heard? Let's dive into the step-by-step guide on how to leave a review for TurboTax!

How to Leave a Review for TurboTax: A Comprehensive Guide

Leaving a review for TurboTax isn't always as straightforward as clicking a "Leave Review" button on their homepage. Intuit primarily gathers feedback through specific channels. Here's how you can make sure your review reaches them and other potential users:

How To Leave A Review For Turbotax
How To Leave A Review For Turbotax

Step 1: Reflect on Your TurboTax Experience - What Do You Want to Share?

Before you even open a new tab, take a moment to think critically about your TurboTax journey. This isn't just about giving a star rating; it's about providing constructive feedback that can genuinely help others and improve the product.

Sub-heading: Pinpointing the Positives

  • What did you love about using TurboTax? Was it the intuitive interface, the helpful step-by-step guidance, the accuracy guarantee, or perhaps the ease of importing your financial documents? Be specific!

  • Did a particular feature stand out? Maybe the "Snap a W-2" feature saved you tons of time, or the "CompleteCheck™" gave you peace of mind.

  • Was the customer support exceptional? If you interacted with a tax expert, were they knowledgeable and patient?

Sub-heading: Identifying Areas for Improvement

  • What challenges did you face? Was something confusing, difficult to navigate, or did you encounter any glitches?

  • Were there any hidden fees or unexpected charges that surprised you?

  • Did you feel the guidance was lacking in a particular area for your tax situation?

  • If you used a specific version (e.g., Free Edition, Deluxe, Live Assisted), how did that particular experience play out?

By taking these few moments to organize your thoughts, your review will be much more impactful.

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Step 2: The Primary Way - Post-Filing Surveys and Emails

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TurboTax's main method for collecting feedback is through surveys that appear after you've completed and filed your tax return.

Sub-heading: In-Program Pop-ups

  • Keep an Eye Out: After you successfully file your federal and/or state tax returns, watch carefully for a pop-up message or a prompt within the TurboTax program itself. This is often a direct invitation to share your experience.

  • Complete the Survey: These surveys typically use a rating scale (like Net Promoter Score) and provide text boxes for you to elaborate on your experience. This is your prime opportunity to detail everything you reflected on in Step 1. Be as thorough and honest as possible.

Sub-heading: Email Invitations

  • Check Your Inbox: Intuit often sends out follow-up emails after you've filed your taxes, inviting you to complete a customer satisfaction survey.

  • Don't Dismiss Them: These emails might look like standard marketing messages, but they often contain a direct link to a survey where you can provide detailed feedback. Make sure to check your spam or junk folders as well, just in case it landed there.

  • Ensure Communication Settings: To receive these emails, ensure your communication settings within your Intuit account allow for them.

Step 3: Leaving Feedback for TurboTax Desktop Users

If you're using the downloadable desktop version of TurboTax, there's a specific place to leave your feedback within the software itself.

Sub-heading: The "Final Steps" Tab

  • Navigate to the End: Once you've completed preparing your taxes in TurboTax Desktop, proceed to the "Final Steps" tab.

  • Look for Feedback Option: Within this section, you should find an option or link to "Leave Feedback" or "Provide Comments." Clicking this will usually open a form or a survey where you can type out your review.

  • Submit Your Thoughts: Fill in the details about your experience, highlighting any pros or cons you encountered with the desktop software.

Step 4: Utilizing the TurboTax Community and Support Channels

While not direct "reviews" in the traditional sense, the TurboTax Community and customer support channels are excellent avenues to share your experience and feedback.

Tip: Look for examples to make points easier to grasp.Help reference icon

Sub-heading: TurboTax Community Forums

  • Join the Discussion: Visit the official TurboTax Community forums (often found on the Intuit TurboTax website under "Support" or "Community"). Here, users discuss various tax-related topics and share their experiences with TurboTax.

  • Post Your Review: You can create a new post detailing your experience. Be clear in your subject line (e.g., "Review of TurboTax Deluxe 2024" or "Feedback on TurboTax Live Assisted"). This allows others to find and engage with your post.

  • Engage with Others: You might find existing threads where users are discussing their experiences. Feel free to reply and share your perspective there as well. Remember to be respectful and constructive in your comments.

Sub-heading: Direct Customer Service Feedback

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  • Contact Support: If you had a specific issue that was resolved (or not resolved) by customer service, you can often provide feedback directly to the agent or through a follow-up survey after a support interaction.

  • Phone or Chat: When speaking with a TurboTax representative on the phone or via chat, you can express your satisfaction or dissatisfaction with the product or the support itself. While it might not be a public review, this internal feedback is crucial for Intuit's quality control.

  • Social Media (Twitter/Facebook): Some users have found success leaving feedback or complaints on TurboTax's official social media channels. While this might be more for specific issues, a well-articulated public post can sometimes get attention.

Step 5: Public Review Platforms (with a caveat)

While TurboTax primarily manages its own feedback collection, you can also find places to leave reviews on independent platforms.

Sub-heading: General Software Review Sites

  • Third-Party Review Sites: Websites like Trustpilot, Consumer Affairs, or even general software review sites often have sections for tax software like TurboTax.

  • Read Existing Reviews First: Before posting, browse existing reviews to get a sense of what others are saying and to ensure your feedback is unique and adds value.

  • Be Mindful of Your Information: When posting on public forums, never include sensitive personal information like your Social Security number, account details, or specific tax figures.

Sub-heading: App Store Reviews (for mobile users)

  • Mobile App Specific: If you used the TurboTax mobile app for your tax preparation, you can leave a review directly in the Apple App Store (for iOS users) or the Google Play Store (for Android users).

  • Focus on App Experience: When reviewing here, focus on the mobile app's functionality, usability, and performance, as this is specific to the app itself.

Frequently Asked Questions

10 Related FAQ Questions

Here are 10 related FAQ questions about leaving a review for TurboTax, with quick answers:

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How to: Find the Post-Filing Survey in TurboTax Online?

The survey typically appears as a pop-up immediately after you successfully file your federal or state tax return within the TurboTax Online platform.

How to: Leave a Review if I Used TurboTax Desktop Software?

In TurboTax Desktop, navigate to the "Final Steps" tab after preparing your return, and look for a feedback or comment option there.

How to: Provide Feedback on a Specific TurboTax Feature?

Use the text boxes in the post-filing surveys to describe the specific feature and your experience with it. You can also mention it in a TurboTax Community forum post.

How to: Contact TurboTax Customer Service to Provide Feedback Directly?

You can contact TurboTax customer service via their support website (ttlc.intuit.com/turbotax-support) through chat or phone. They may also send a follow-up survey after your interaction.

How to: Ensure My Review is Seen by Intuit?

The most direct way for your review to be seen by Intuit is through the official post-filing surveys, as these are specifically designed for "Voice of the Customer" feedback and are regularly reviewed.

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How to: Leave a Review for the TurboTax Mobile App?

You can leave a review directly within the Apple App Store (for iOS) or the Google Play Store (for Android) where you downloaded the app.

How to: Share a Positive Experience with a TurboTax Live Expert?

If you had a positive experience with a TurboTax Live expert, mention their name (if you remember it) and the details of their assistance in your post-filing survey or in a direct message to customer support.

How to: Report a Bug or Technical Issue in My Review?

While reviews aren't the primary bug reporting tool, you can briefly mention it in your review and then follow up by contacting TurboTax customer support directly for technical assistance.

How to: Read Other Customer Reviews for TurboTax?

You can find customer reviews on the official TurboTax reviews page (turbotax.intuit.com/reviews/) and on various third-party software review websites.

How to: Update or Edit a Review I've Already Left?

Generally, once a survey is submitted, it cannot be edited. For public forum posts, you might be able to edit your comment, depending on the platform's features. If you need to add more, consider submitting new feedback through an available channel.

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